5/31/24: A holistic view of your full financial picture can help you identify opportunities that may reduce your overall tax burden while potentially enhancing long-term investment returns.

5/30/24: After a recent divorce, and now feeling a bit concerned, I want to make sure that my financial future is still secure.

5/30/24: We are thinking about buying a second home but I am not sure we have enough money saved. Can we pull it off?

5/29/24: With all the monthly expenses covered by a hefty pension, how should the rest of my portfolio be allocated?

5/28/24: New housing data shows new and existing home sales fell in April as mortgage rates remained high. The number of homes on the market rose by 9%, but prices are still more than 40% higher than four years ago. I joined CBS Mornings to discuss.

5/28/24: My wife (66) and I (68) are in our final two or so years of work and we're concerned that we'll be okay in retirement. What do you think?

5/27/24: This Memorial Day weekend we're joined by Adam Levin, cybersecurity expert and host of the What the Hack podcast. Adam joined us to talk about a plethora of scams and cybersecurity best practices for the young, the old, and everybody in between.

5/26/24: This Memorial Day weekend we're joined by Adam Levin, cybersecurity expert and host of the What the Hack podcast. Adam joined us to talk about a plethora of scams and cybersecurity best practices for the young, the old, and everybody in between.

5/25/24: This Memorial Day weekend we're joined by Adam Levin, cybersecurity expert and host of the What the Hack podcast. Adam joined us to talk about a plethora of scams and cybersecurity best practices for the young, the old, and everybody in between.

5/24/24: If you’re thinking about the rising cost of health care, you’re not alone. In fact, health care continues to be one of the largest and most significant costs people will face in retirement.

5/23/24: I retired four years ago at 55 and I haven't had to dip into any of my savings or retirement money. I would like to know what is the best way to start withdrawing my money so I can minimize my RMDs.

5/23/24: My position was eliminated last year and I took a severance package in lieu of relocating and I need to adjust my retirement plans.

5/22/24: I’m 61, my wife is 58, and we would like to retire in about four years. I assume we are close to the numbers needed but am wondering if we need to make any adjustments?

5/21/24: My uncle died and left me two life insurance policies. I have mostly left the money alone but I'm wondering if I should reallocate?

5/21/24: What is the best way to financially help out the parents without hurting our financial future?

5/20/24: For the first time ever, the Dow Jones average rose about 40,000, providing new optimism about the economy. I joined CBS Mornings to discuss.

5/19/24: I'm contemplating retirement at the age of 60. Can I do it?

5/18/24: After taking a retirement buyout a few months back, I want to make sure my calculations are correct.

5/17/24: Having a proper estate plan in place will give you the peace of mind that comes with "getting your affairs in order" before there is a crisis.

5/16/24: New inflation data is out, and the numbers could influence what happens to interest rates. I joined CBS Mornings to discuss.